Sigma Planning Corp’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,045
| Closed | -$386K | – | 1301 |
|
|
2023
Q1 | $386K | Sell |
10,045
-106
| -1% | -$4.08K | 0.01% | 911 |
|
|
2022
Q4 | $390K | Buy |
10,151
+579
| +6% | +$22.2K | 0.01% | 865 |
|
|
2022
Q3 | $324K | Sell |
9,572
-1,330
| -12% | -$45K | 0.01% | 915 |
|
|
2022
Q2 | $429K | Sell |
10,902
-10,342
| -49% | -$407K | 0.01% | 814 |
|
|
2022
Q1 | $997K | Buy |
21,244
+6,482
| +44% | +$304K | 0.03% | 536 |
|
|
2021
Q4 | $923K | Buy |
14,762
+3,254
| +28% | +$203K | 0.03% | 578 |
|
|
2021
Q3 | $712K | Sell |
11,508
-25
| -0.2% | -$1.55K | 0.02% | 660 |
|
|
2021
Q2 | $656K | Buy |
11,533
+3,184
| +38% | +$181K | 0.02% | 709 |
|
|
2021
Q1 | $458K | Buy |
+8,349
| New | +$458K | 0.01% | 788 |
|